[WSBAPT] Practice Management recommendations/warnings

[Xan Gerson]

Sarah - I've been using Smokeball for the past two years and love it. It's
cloud-based practice management, email/contacts management, document
creation, billing, website hosting, and some other things I'm probably
forgetting for $139/mo/user.

https://www.smokeball.com/

-Xan



ALEXANDRA (XAN) GERSON
Attorney
206.408.8163
xan at metisestateplanning.com


-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Sarah Jael Dion
Sent: Tuesday, January 29, 2019 7:40 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Practice Management recommendations/warnings

Does anyone have either recommendations or warnings with respect to practice
management software/platforms? I am 80% estate planning and 20% probate, and
I am a solo practitioner. I need to move my practice data to a web-based
system for automation of some tasks and to facilitate hiring assistance. I’d
be very grateful for words of wisdom from anyone with experience using a
web-based practice management system.

Thanks for your input (and patience, as I am sure this has been discussed
previously)!

Sarah Jael Dion

Dion Law PLLC
206-550-4005
sarah at dionlaw.com

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